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DOKKAvsCharted (Squareworks)

Looking for a Charted Alternative? NetSuite AP in a Dedicated Workspace

Charted, formerly Squareworks, runs AP inside NetSuite as a native SuiteApp, with invoice AI, approvals, 3-way match and payments. DOKKA gives NetSuite teams a dedicated AP workspace instead: AI agents capture, code and match invoices, two-way sync keeps NetSuite current, and approvers don't need a NetSuite license. Close automation runs on the same platform.

  • Dedicated AP workspace with two-way NetSuite sync
  • AI agents for capture, coding and 3-way matching
  • Document archive outside the NetSuite File Cabinet
  • AP and NetSuite close automation in one platform

Updated October 2026Based on public vendor documentationJump to the comparison

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The short answer

DOKKA vs Charted (Squareworks):
Which One Fits Your Team?

Both are strong choices for NetSuite AP. The difference is whether you want AP to live inside NetSuite screens, or in a dedicated workspace that stays in sync with NetSuite and extends into the close.

Choose DOKKA if…

  • You want a fast, visual AP workspace for your team instead of working in NetSuite records
  • You want approvers and reviewers in a web or mobile app, without NetSuite licenses
  • You want reconciliations, journals, flux and consolidation on the same platform as AP
  • You may run other ERPs, now or after an acquisition, alongside NetSuite
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Charted (Squareworks) may fit better if…

  • You want everything inside NetSuite, with no external system to sync
  • You want ACH, check and international payments run natively from NetSuite
  • You want AP software and NetSuite consulting from the same firm
At a glance

DOKKA vs Charted (Squareworks)
Feature Comparison

FeatureDOKKACharted (Squareworks)
ApproachDedicated AI AP workspace with native two-way NetSuite syncNetSuite-native SuiteApp, AP runs inside NetSuite
Invoice captureContext-aware AI reads headers and line items in any languageInvoice AI that learns vendors, subsidiaries, classes and segments
Approval workflowsMulti-level rules by amount, entity, vendor or cost type, with AI-suggested approversMulti-step, conditional workflows; approve or reject by email
Approvers without NetSuite licensesWeb and mobile app or email, no NetSuite licenseEmail approvals, no NetSuite license needed
PO matching2-way and 3-way on synced NetSuite POs, with price and quantity checks3-way match on live NetSuite data
Document managementBuilt-in archive with search, previews and audit trail, no File Cabinet storageDocument management inside NetSuite
Vendor paymentsPay from NetSuite or your bank, so NetSuite stays the system of recordACH, check printing and international payments from NetSuite
Financial closeDOKKA Close add-on: reconciliations, journals, flux analysis, consolidationAccrual Automation; no reconciliation or consolidation listed
ERP integrationsNetSuite plus SAP Business One, Dynamics 365, Acumatica, QuickBooks, Xero, Sage and moreNetSuite only
Implementation2-4 weeks, no partner requiredNot published; available alongside Charted NetSuite consulting
PricingFrom $650/month, then scales with invoice volumeUsage-based, not published

Strong / includedPartial or add-onNot offeredCharted details are based on charted.com reviewed in October 2026. Features change often, so confirm with each vendor.

Key differences

Three Differences That
Matter Most

  1. 01

    A dedicated AP workspace vs. AP inside NetSuite

    DOKKA

    DOKKA gives your AP team a visual, desk-like workspace with invoice previews and sticky notes, while vendors, GL accounts, dimensions and POs sync both ways with NetSuite.

    Charted (Squareworks)

    Charted runs as a SuiteApp, so AP records live in native NetSuite objects and there is no external system or sync to manage.

  2. 02

    AP connected to the full close

    DOKKA

    DOKKA Close adds reconciliations, recurring journals, flux analysis and consolidation for NetSuite, so clean AP data feeds straight into month-end.

    Charted (Squareworks)

    Charted offers Accrual Automation for month-end. It does not list reconciliation, close task management or consolidation as of October 2026.

  3. 03

    Payments in NetSuite vs. payments in your AP tool

    DOKKA

    DOKKA posts approved bills to NetSuite with one click and leaves payment runs in NetSuite or your bank, so you keep your current payment process.

    Charted (Squareworks)

    Charted runs ACH, check printing and international payments natively from NetSuite, which suits teams that want invoice-to-payment in one SuiteApp.

Why teams switch

Why Finance Teams
Choose DOKKA Over Charted

A faster place to work

AP happens in a dedicated, visual workspace built for invoices, not in NetSuite record screens and saved searches.

Approvals that keep moving

AI-suggested approvers, reminders and escalation, in a web or mobile app or by email, with no NetSuite license.

No File Cabinet growth

Invoices and backup live in DOKKA's searchable archive with a full audit trail, not in NetSuite's File Cabinet.

Native two-way NetSuite sync

Vendors, GL accounts, dimensions and POs sync both ways, with one-click posting and no duplicate bills.

Close automation for NetSuite

Add DOKKA Close for reconciliations, journals, flux analysis and consolidation on the same platform.

Not tied to one ERP

DOKKA also supports SAP Business One, Dynamics 365, Acumatica, Sage and more if your entities run on different systems.

Your AI AP team

Agents Do the AP Work.
You Stay in Control.

Four specialized agents handle capture, approvals, matching and documents, and nothing reaches your ERP without the controls you set.

Invoice Processing Agent

Captures, extracts and validates header and line-item data from any invoice, in any language, and prepares it for ERP posting.

  • Line-item extraction
  • Learns your coding over time
  • Flags missing or inconsistent data

Approval Agent

Routes every invoice through the approval rules you define, or suggests approvers based on historical patterns.

  • AI-suggested approvers
  • Smart reminders and escalations
  • Multi-level, rule-based routing

PO Matching Agent

Matches invoices against purchase orders and receipts in real time and surfaces only the exceptions.

  • Two-way and three-way matching
  • Price and quantity discrepancy checks
  • Exceptions routed for review

Document Agent

Keeps every invoice, receipt, supporting file and approval record together in one searchable workspace.

  • Duplicate invoice detection
  • Instant search across documents
  • Complete audit trail

Explore DOKKA AP automation

Results

What Finance Teams
Get With DOKKA

80%Faster accounts payable
90%Less time spent on invoice processing
2-4 weeksTo go live
“We really like the visual workspace. You can see previews of each invoice — it feels like having them spread out on your desk. While other solutions focus on tabular views, we really prefer the visual layout.”
“It's so easy to see the status of the invoice, and who should be approving it, and the workflow works great. The audit trail is good for having the insight into who imported the invoice, who approved it, and what has changed.”
ERP integration

Native Two-Way ERP Sync

DOKKA's native NetSuite integration syncs vendors, GL accounts, subsidiaries, dimensions and POs both ways and posts approved bills with one click, so NetSuite remains your system of record without your AP team working inside it.

See all integrations
Security & compliance
  • ISO 27001 certified
  • SOC 2® Type II examined
  • Role-based access & audit trails
Visit the Trust Center
Switching from Charted (Squareworks)

How Moving to DOKKA Works

  1. 1

    Connect your ERP

    DOKKA syncs vendors, GL accounts, POs and dimensions from your ERP. Nothing in your ERP setup changes.

  2. 2

    Configure workflows

    We map your approval rules and coding, and DOKKA starts learning from your real invoices.

  3. 3

    Go live in 2-4 weeks

    Run DOKKA next to your current process until you're confident, then switch over.

FAQ

DOKKA vs Charted (Squareworks): Common Questions

What is the main difference between DOKKA and Charted?

Charted, formerly Squareworks, is a NetSuite-native SuiteApp, so AP runs inside NetSuite with no external system. DOKKA gives your team a dedicated AP workspace with AI agents and a native two-way NetSuite sync, and it extends into month-end close automation through DOKKA Close.

Is DOKKA a good Charted alternative for NetSuite?

Yes. DOKKA's native NetSuite integration syncs vendors, GL accounts, dimensions and POs and posts approved bills with one click. Wild Marketing Group chose DOKKA for NetSuite after demos with two other AP vendors. Read the case study.

Is Charted the same as Squareworks?

Yes. Squareworks Consulting rebranded as Charted in October 2025, and its Automate product is now Charted AP Automation. Charted also offers NetSuite consulting and managed services.

Does DOKKA run payments inside NetSuite like Charted?

No. DOKKA posts approved bills to NetSuite and keeps payments in NetSuite or your bank, so you keep your existing payment process. If you want ACH, check printing and international payments run by your AP SuiteApp, Charted covers more of that.

Do approvers need a NetSuite license with DOKKA?

No. Approvers work in DOKKA's web or mobile app or by email, with AI-suggested approvers, reminders and escalation, and no NetSuite license required. See AP automation for NetSuite.

How long does it take to switch from Charted to DOKKA?

Most teams go live in 2-4 weeks, with no implementation partner required. DOKKA connects to NetSuite, we map your approval rules and coding, and you can run both in parallel until you're ready to switch.

How is DOKKA priced compared with Charted?

DOKKA pricing starts at $650 per month and scales with the number of invoices you process. Charted describes its pricing as usage-based but does not publish prices. Book a demo and we'll quote on your real invoice volume.

Get started

Ready to Try a Charted Alternative?

See DOKKA process your own NetSuite invoices, from capture to one-click posting, in a 30-minute demo.

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